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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Shawn Minnich (CRD# 7072862) is an Investment Advisor Representative working at Lifetime Financial Foundations, LLC in York, PA and has over 5 years of experience in the finance industry.
David Morais (CRD# 3269414) is an Investment Advisor Representative working at Rkl Private Wealth in York, PA and has over 23 years of experience in the finance industry. David Morais has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ryan Nemshick (CRD# 4863611) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 19 years of experience in the finance industry.
Herbert Nix (CRD# 2802547) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in York, PA and has over 27 years of experience in the finance industry.
Derek Nowak (CRD# 5342743) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in York, PA and has over 12 years of experience in the finance industry.
John Odell (CRD# 2454609) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in York, PA and has over 29 years of experience in the finance industry.
Jennifer Ormond (CRD# 4286223) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in York, PA and has over 22 years of experience in the finance industry.
Dipal Patel (CRD# 5331706) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 16 years of experience in the finance industry.
Joseph Petruso (CRD# 3267355) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in York, PA and has over 24 years of experience in the finance industry.
Gordon Porter (CRD# 2632873) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in York, PA and has over 28 years of experience in the finance industry.